Bert Dixon Barre

Compliance Officer bei

Colonial Trust Advisors, Inc.

Finance

Consumer Services

Profil

Mr. Bert D.
Barre, CFA, is a Principal at Colonial Trust Advisors, Inc. Prior to joining Colonial in 2001, Mr. Barre worked as an Equity Research Analyst with Wachovia Securities, Inc. In 2003, he earned the Chartered Financial Analyst designation and he is a native of Spartanburg and a graduate of Washington and Lee University.

Aktive Positionen von Bert Dixon Barre

Unternehmen	Position	Beginn
Colonial Trust Advisors, Inc. Colonial Trust Advisors, Inc. Investment ManagersFinance Colonial Trust builds portfolios tailored to the unique investment goals of each client. Portfolios are managed with a combination of active equity and fixed income instruments and low-cost passive exchange-traded funds (ETFs). The firm constructs portfolios consistent with their quality, long-term oriented investment philosophy. They employ a disciplined top-down investment approach to identify economic, business, demographic, technological and public policy trends.	Compliance Officer	01.01.2001

Alle aktiven Positionen von Bert Dixon Barre

Ehemalige bekannte Positionen von Bert Dixon Barre

Unternehmen	Position	Ende
Colonial Trust Group, Inc. (South Carolina) Colonial Trust Group, Inc. (South Carolina) Investment ManagersFinance Provides investment management and fiduciary services	Corporate Officer/Principal	23.09.2013
Wachovia Securities LLC Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	-

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Private Unternehmen

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Beziehungen

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Unternehmensverbindungen

Private Unternehmen	4
Colonial Trust Group, Inc. (South Carolina) Colonial Trust Group, Inc. (South Carolina) Investment ManagersFinance Provides investment management and fiduciary services	Finance
Colonial Trust Advisors, Inc. Colonial Trust Advisors, Inc. Investment ManagersFinance Colonial Trust builds portfolios tailored to the unique investment goals of each client. Portfolios are managed with a combination of active equity and fixed income instruments and low-cost passive exchange-traded funds (ETFs). The firm constructs portfolios consistent with their quality, long-term oriented investment philosophy. They employ a disciplined top-down investment approach to identify economic, business, demographic, technological and public policy trends.	Finance
Wachovia Securities LLC Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Washington & Lee University Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services